Trust Fund Accounting Essentials for DRE Escrow Divisions

Schedule

Sat Mar 14 2026 at 08:30 am to 12:00 pm

UTC-07:00

Location

Anaheim Marriott Suites | Garden Grove, CA

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This course covers how to properly set up, manage, and reconcile trust accounts while avoiding the common pitfalls that lead to violations.
About this Event

Master the fundamentals of trust fund management for DRE-licensed escrow operations in this focused, practical course designed to help brokers and escrow professionals stay compliant and audit-ready.

You’ll learn how to properly set up, manage, and reconcile trust accounts while avoiding the common pitfalls that lead to violations all explained in clear, real-world terms.

What You’ll Learn

  • How to set up a trust account and designate signatories correctly
  • Common mistakes to avoid during account establishment
  • Fidelity bond coverage and insurance considerations
  • Maintaining required records and documentation
  • Best practices for deposits and compliant disbursements
  • Performing reconciliations and maintaining internal controls
  • Developing audit-ready procedures for DRE inspections
  • Real-world examples of trust fund handling violations and how to prevent them

Gain the confidence and know-how to manage your trust accounts with precision, transparency, and full DRE compliance.


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Where is it happening?

Anaheim Marriott Suites, 12015 Harbor Boulevard, Garden Grove, United States

Event Location & Nearby Stays:

Tickets

USD 160.83

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REACADEMIC

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